西部证券郑舒丽：AI赋能，迈向智能与普惠化财富新未来

Core Viewpoint - The wealth management industry in China is entering a high-growth phase, driven by the increasing financial awareness of residents, with investment advisors playing a crucial role in guiding asset allocation [1][2]. Group 1: Industry Growth and Opportunities - The "Second Golden Unicorn Best Investment Advisor Selection" event is being held to identify and empower outstanding investment advisors, enhancing their capabilities and providing a platform for communication with investors [1]. - Investment advisors are seen as key players in the wealth management sector, influencing the direction of asset allocation for the general public [1]. Group 2: Challenges and Technological Integration - Investment advisors face both opportunities and challenges in the evolving landscape of wealth management, particularly with the integration of AI and smart tools [1][2]. - The focus is on building a robust investment research system and enhancing professional service capabilities through AI tools, ensuring a comprehensive service from client acquisition to management [2]. Group 3: Future Directions - The future of wealth management will rely on technology empowerment and differentiated services, aiming for a refined cycle of capability enhancement, service elevation, and value creation [2]. - Continuous improvement in digital platform construction and application integration is essential for deep penetration and value creation in the wealth management field [1].